Arax Advisory Partners’s Halozyme HALO Stock Holding History

Arax Advisory Partners’s Portfolio HALO Stock Details HALO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.4K	Buy	346 +189	+120%	+$13.3K	﹤0.01%	2055
2025 Q4	$10.6K	Sell	157 -6,111	-97%	-$411K	﹤0.01%	2439
2025 Q3	$460K	Buy	6,268 +5,966	+1,975%	+$396K	0.01%	936
2025 Q2	$15.7K	Buy	302 +120	+66%	+$6.83K	﹤0.01%	1765
2025 Q1	$11.6K	Buy	182 +171	+1,555%	+$9.93K	﹤0.01%	1516
2024 Q4	$526	Sell	11 -18	-62%	-$923	﹤0.01%	2320
2024 Q3	$1.66K	Sell	29 -1	-3%	-$57	﹤0.01%	2114
2024 Q2	$1.57K	Sell	30 -1	-3%	-$44	﹤0.01%	2040
2024 Q1	$1.26K	Hold	31	–	–	﹤0.01%	1112
2023 Q4	$1.15K	Sell	31 -23	-43%	-$866	﹤0.01%	1115
2023 Q3	$2.06K	Buy	54 +23	+74%	+$942	﹤0.01%	1001
2023 Q2	$1.12K	Hold	31	–	–	﹤0.01%	1094
2023 Q1	$1.18K	Hold	31	–	–	﹤0.01%	1072
2022 Q4	$1.76K	Sell	31 -7	-18%	-$358	﹤0.01%	966
2022 Q3	$2K	Sell	38 -1	-3%	-$44	﹤0.01%	958
2022 Q2	$2K	Hold	39	–	–	﹤0.01%	947
2022 Q1	$2K	Hold	39	–	–	﹤0.01%	936
2021 Q4	$2K	Buy	+39	New	+$1.46K	﹤0.01%	883

Other funds holding HALO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return